Lumine Group Us Holding Inc. 401(K) Plan — Form 5500 plan (Lumine Group Us Holding Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lumine Group Us Holding Inc. 401(K) Plan is a benefit plan reported by Lumine Group Us Holding Inc. under EIN 88-2640073 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $13,756,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lumine Group Us Holding Inc.
- EIN
- 88-2640073
- Plan number
- 001
- Plan type
- 2
- Location
- Lowell, MA
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $13,756,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241015150442NAL0030093313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,756,572
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,756,572
- Net assets (BOY)
- $8,971,981
Income & contributions
- Employer contributions
- $191,718
- Participant contributions
- $939,333
- Total contributions
- $1,249,477
- Total income / additions
- $3,219,918
Expenses & distributions
- Benefits paid
- $3,052,100
- Administrative expenses
- $21,563
- Total expenses
- $3,104,882
- Net increase / (decrease)
- $115,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment | INVESTMENT ADVISRO | $7,300 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,199 | $0 | 2023 |
| Timescale Financial Inc | INVESTMENT ADVISOR | $4,878 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $292 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lumine Group Us Holding Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Lowell, MA
- Onedigital Investment — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Timescale Financial Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation